The Multi-Role package requires a custom field to be added, which will map a Lead (user) to Sitecore role/roles. This can be done via a checkbox, picklist or multi-select picklist. Navigate to Setup » Customize » Leads » Fields. Within the fields page navigate to the Lead Custom Fields & Relationships section
Figure 39: Customising Lead Fields
If a multi-select picklist or picklist field is required, make the values for the picklist the same names as the Sitecore roles that are required. For example, if a requirement was to allow users to add Leads to the Sitecore ‘Example Role 1’ role – then add ‘Example Role 1’ to the list of picklist values.
Figure 40: Multi-Role using Multi-Select Picklist
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If checkboxes are required, add a checkbox for each role. It is important to ensure the checkbox field label is the same as the required role name.
Figure 41: Multi-Role using Checkboxes
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